Bogart Wealth LLC’s SS&C Technologies SSNC Stock Holding History

Bogart Wealth LLC’s Portfolio SSNC Stock Details SSNC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$5.33K	Buy
2025 Q2	$3.97K	Hold
2025 Q1	$4.01K	Hold
2024 Q4	$3.64K	Hold
2024 Q3	$3.56K	Buy
2023 Q2	–	Sell
2023 Q1	$2.65K	Buy
2022 Q4	$833	Buy